Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
0.97%
6 Months
14.93%
6.33%
1 Year
16.79%
−0.99%
3 Years
13.85%
6.26%
5 Years
12.48%
6.47%
Since Inception
18.86%
5.18%
Fund Age
14 yrs 11 mo
19 yrs 5 mo
AUM
₹32.99 Cr
₹95.89 Cr
Alpha – 1 Year
17.14%
2.51%
Alpha – 3 Years
4.85%
−2.73%
Information Ratio – 3 Years
0.41
-0.10
Volatility – 1 Year
17.36%
20.93%
Volatility – 3 Years
20.03%
17.77%
Beta – 1 Year
0.65
1.14
Beta – 3 Years
0.84
1.05
Sharpe Ratio – 1 Year
0.67
-0.20
Sharpe Ratio – 3 Years
0.57
0.23
Worst Rolling Year
-8.60%
-21.50%
Value at Worst Rolling Year
₹0.91 Cr
₹0.79 Cr
Deepest Drawdown
−30.57%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
74.63%
Median Rolling Year
18.70%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 22% · M 16% · S 61%
L 77% · M 12% · S 11%
Number of Stocks
69
57
Portfolio P/E
70.14
—
Top 5 Holdings
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%